Client Portal


When you have Vision Financial manage your money, your money is "custodied" (lives at) TD Ameritrade, a top 3 custodian servicing over 4000 Registered Investment Advisors. Having your investments at Ameritrade means your portfolio benefits from cutting-edge technology, outstanding client service, and seamless account integration.


VFC is proud to offer world class financial planning software to all of our clients. The following link will take you to the financial plan, client dashboard, and document vault.